Nintex Case Studies Boosting Case Study Production by 300% with Nintex DocGen™ for Salesforce

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	Boosting Case Study Production by 300% with Nintex DocGen™ for Salesforce Nintex

Boosting Case Study Production by 300% with Nintex DocGen™ for Salesforce

Nintex

Applicable Industries	Buildings Cement
Applicable Functions	Sales & Marketing
Use Cases	Building Automation & Control Time Sensitive Networking
Challenge	Strategic Growth, a top Salesforce Gold Consulting Partner in the US, was facing challenges with its case study production process. The process was slow, unreliable, and often failed to comply with the Salesforce template. After completing a Salesforce implementation for a client, a Strategic Growth consultant would manually fill out the case study slide template provided by Salesforce. This was often done weeks or months later, and sometimes all relevant data was not captured. If consultants pasted into a template on their local PC drive instead of downloading the latest template, someone would have to recreate the case study in the correct format. The company was meeting Salesforce’s case study quota, but wanted to improve efficiency by eliminating these manual steps. Read More
About Customer	Strategic Growth, Inc. is one of the top Salesforce Gold Consulting Partners in the United States. The company has a robust case-study generation process, which is an integral part of its business operations. Case studies are used as a sales tool for both Strategic Growth and Salesforce, reflecting the prospective customer’s industry, region, and business. The company was looking for a solution to streamline this process, make it faster, more reliable, and ensure compliance with the Salesforce template. The Vice President and Chief Architect at Strategic Growth, Caleb Sidel, was instrumental in choosing Nintex Drawloop as the solution to these challenges. Read More
Solution	To address these challenges, Strategic Growth adopted Nintex Drawloop, a document generation service that creates documents quickly, accurately, and predictably by merging Salesforce data into any combination of document templates. When consultants complete and close a project, they initiate a case study by clicking a button on the Project Summary object in Salesforce. Nintex Drawloop then accesses customer data from the company’s Salesforce database and instantly populates the latest slide template. The consultants provide additional details to complete the case study. This solution ensures that consultants always use the correct, up-to-date template, saving time and improving the reliability of the process. Read More Log in to view content
Contents

Applicable Industries

Buildings

Cement

Applicable Functions

Sales & Marketing

Use Cases

Building Automation & Control

Time Sensitive Networking

Challenge

Strategic Growth, a top Salesforce Gold Consulting Partner in the US, was facing challenges with its case study production process. The process was slow, unreliable, and often failed to comply with the Salesforce template. After completing a Salesforce implementation for a client, a Strategic Growth consultant would manually fill out the case study slide template provided by Salesforce. This was often done weeks or months later, and sometimes all relevant data was not captured. If consultants pasted into a template on their local PC drive instead of downloading the latest template, someone would have to recreate the case study in the correct format. The company was meeting Salesforce’s case study quota, but wanted to improve efficiency by eliminating these manual steps.

About Customer

Strategic Growth, Inc. is one of the top Salesforce Gold Consulting Partners in the United States. The company has a robust case-study generation process, which is an integral part of its business operations. Case studies are used as a sales tool for both Strategic Growth and Salesforce, reflecting the prospective customer’s industry, region, and business. The company was looking for a solution to streamline this process, make it faster, more reliable, and ensure compliance with the Salesforce template. The Vice President and Chief Architect at Strategic Growth, Caleb Sidel, was instrumental in choosing Nintex Drawloop as the solution to these challenges.

Solution

To address these challenges, Strategic Growth adopted Nintex Drawloop, a document generation service that creates documents quickly, accurately, and predictably by merging Salesforce data into any combination of document templates. When consultants complete and close a project, they initiate a case study by clicking a button on the Project Summary object in Salesforce. Nintex Drawloop then accesses customer data from the company’s Salesforce database and instantly populates the latest slide template. The consultants provide additional details to complete the case study. This solution ensures that consultants always use the correct, up-to-date template, saving time and improving the reliability of the process.

Impact #1	The adoption of Nintex Drawloop has brought significant operational benefits to Strategic Growth. The process of creating case studies has become faster, easier, and more reliable. Consultants no longer waste time using outdated templates or recreating case studies in the correct format. The increased efficiency has allowed Strategic Growth to produce more case studies more quickly, far exceeding the Salesforce quota. This has equipped the sales team with better-targeted case studies, which are crucial sales tools. As a result, Strategic Growth has seen an increase in sales and has been promoted more often by Salesforce, who shares their case studies with potential customers. The return on investment with Nintex Drawloop is described as 'incalculable', as each successful case study not only contributes to a single sale but seeds opportunities for future sales and case studies.

Impact #1

The adoption of Nintex Drawloop has brought significant operational benefits to Strategic Growth. The process of creating case studies has become faster, easier, and more reliable. Consultants no longer waste time using outdated templates or recreating case studies in the correct format. The increased efficiency has allowed Strategic Growth to produce more case studies more quickly, far exceeding the Salesforce quota. This has equipped the sales team with better-targeted case studies, which are crucial sales tools. As a result, Strategic Growth has seen an increase in sales and has been promoted more often by Salesforce, who shares their case studies with potential customers. The return on investment with Nintex Drawloop is described as 'incalculable', as each successful case study not only contributes to a single sale but seeds opportunities for future sales and case studies.

Benefit #1	Case study production increased by 300%
Benefit #2	Consultants always use up-to-date templates, reducing time spent on recreating case studies in the correct format
Benefit #3	Case study production process became faster, more reliable, and more predictable

Benefit #1

Case study production increased by 300%

Benefit #2

Consultants always use up-to-date templates, reducing time spent on recreating case studies in the correct format

Benefit #3

Case study production process became faster, more reliable, and more predictable

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Overview

Boosting Case Study Production by 300% with Nintex DocGen™ for Salesforce

Operational Impact

Quantitative Benefit